Financial Adviser · MELBOURNE, VIC

Tarek Mazloum

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001233565

Tarek Mazloum is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Tarek is currently authorised under Australia Pacific Funds Management Pty Limited. Tarek holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning. Tarek is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Mentor Education Pty Ltd
2016
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2023
Graduate Diploma of Financial Planning

Registration History

AFSL GROUP PTY LTD
Jun 2020 - Sep 2021 Ceased
Sep 2017 - Apr 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jul 2015 - Oct 2016 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register